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Invesco Managed Accounts, LLC

● SEC registered since 2003CRD 154461SEC# 801-61716Seattle, WA
Export (members)
Reg. AUM
$31.28B
Employees
68
Accounts
17,443
Location
Seattle, WA

Invesco Managed Accounts, LLC assets under management

Invesco Managed Accounts, LLC is an investment advisory firm registered with the SEC based in Seattle, WA. The firm has been registered since 2003. It reports $31.3 billion in regulatory assets under management and employs 68 people.

Invesco Managed Accounts, LLC owners & executives

17 reported
NameTitleOwnershipSince
Amy Lynn Nazimiec ControlChief Compliance Officer And Senior Vice PresidentUnder 5%2021
Edward Bernhardt ControlHead Of Smas And Senior Vice PresidentUnder 5%2019
Greg Ketron ControlTreasurerUnder 5%2022
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Frequently asked questions

How much does Invesco Managed Accounts, LLC manage?

Invesco Managed Accounts, LLC reports $31.3 billion in regulatory assets under management on its Form ADV.

How many employees does Invesco Managed Accounts, LLC have?

Invesco Managed Accounts, LLC reports 68 employees.

Where is Invesco Managed Accounts, LLC located?

Invesco Managed Accounts, LLC is based in Seattle, WA and has been SEC-registered since 2003.

Does Invesco Managed Accounts, LLC disclose fund performance?

Invesco Managed Accounts, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1700 Seventh Ave, Suite 1130, Seattle, WA 98101
Phone1-866-769-2773
Fax206-343-2117
Office hours8:00a.m.-5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyYes

Regulatory AUM

$31.28B▲ 27%
Mar '25 — $24.61BApr '25 — $24.61BMay '25 — $24.61BJun '25 — $24.61BJul '25 — $24.61BAug '25 — $24.61BSep '25 — $24.61BOct '25 — $24.61BNov '25 — $24.61BDec '25 — $24.61BJan '26 — $24.61BFeb '26 — $24.61BMar '26 — $31.28BApr '26 — $31.28BMay '26 — $31.28BJun '26 — $31.28B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 4%
Larger than 96% of 16,271 advisers
EmployeesTop 9%
More than 91% of 16,825 advisers

Assets under management

$31.28Bregulatory AUM
Discretionary $31.23BNon-discretionary $42.8M